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The $10 Trillion Opportunity

Book CoverUnderstand the impact the most important demographic and financial trend of this century will have on the M&A markets. Learn about the tremendous opportunities and challenges it presents to owners of privately held businesses.  Written by Richard Jackim and Peter Christman, co-founders of the Christman Group.
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Our Philosophy

Our Philosophy

Clients Come First

The Christman Group is founded on a single, simple belief - that transactions come second and clients come first. Rather than close deals regardless of their impact on our clients, all our business processes, training, and compensation models insist we do only what is right for our clients. The Christman Group has pioneered the consultative investment banking model over the traditional transactional model. "The $10 Trillion Opportunity: Designing Successful Exit Strategies for Middle Market Business Owners," a best seller, describes in detail the Christman Group's unique approach.

The consultative approach guides us in everything we do from our sales process, to the approach we use when working with clients, to the content of our educational seminars and white papers. In fact, around a third of the time we advise clients not to sell their companies at all, either because it's not consistent with the their long-term goals or because we believe the company's value will not be maximized by the sale.

"The Christman Group recommended that I not sell my company. It was the best advice I could have asked for. They lost a healthy commission but they put my interests first. That’s integrity."
- Bob Ruble, Phoenix Construction

Hands-On Senior Level Involvement

Our commitment to putting clients first is evident in our organizational structure: which is kept intentionally flat. You work directly with a senior level Managing Director at one of our local offices. You are never passed off to a less experienced junior team member. Your Christman Group advisor works with you on a one-to-one, guiding and advising you each step of the way - from your initial meeting through to the project's completion. You also have direct access to both the Christman Group's President and CEO if you ever have a question or a concern.
 

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